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Articles tagged "Motif"


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David Solomon wants a digital age RIA play at the mass, high-net-worth advice business.

Goldman Sachs buys Folio to gain an RIA-custody toehold, and gets robo-advisors in the bargain, days after Schwab buys Motif

The New York powerhouse is uncertain about taking on Schwab and Fidelity in RIA custody, but it keeps making inroads where it can in retail wealth

May 15, 2020 at 2:59 AM

Hardeep Walia: Schwab shares our spirit and passion for making personalized investing easier and more accessible.

To leapfrog ahead in direct indexing, Schwab to buy Motif technology and hire Hardeep Walia and much of his staff

The San Francisco company gets all of the San Mateo firm's algorithms, patents and source code but not the customer assets and 'leverage' of its giant index-investing franchise.

May 7, 2020 at 10:36 PM

Neesha Hathi: We developed Schwab Stock Slices to meet two important needs we heard from clients.

As Motif exits stock-bundle game, Schwab piles in with 'Slices,' fulfilling a pledge to offer free fractional shares

The San Francisco broker is reaching for Gen Z and Gen Alpha investors -- with RIAs, thus far, showing little interest, it says

May 6, 2020 at 3:27 AM

Paula DeLaurentis: We understand it's different so we communicate, communicate, communicate.

After much acclaim but not enough profits, Motif shutters and sells itself off for parts with Folio buying the RIA and retail accounts

The $850 million stock-basket company in San Mateo, Calif. had success but -- $126 million invested by Goldman Sachs, Renren and Sallie Krawcheck and others -- not enough to justify business as usual

April 22, 2020 at 6:52 PM

Alexey Sokolin:  If Stein and Bo Lu of Future Advisor are right, there will not be much left to unbundle.

An insider reveals turbo-contents of the In|Vest conference in New York, a summit of VCs, robo-founders and big banks

SigFig's Mike Sha talked Bank of the West, Motif's Hardeep called start-ups 'features' and the five-year number jumped to $2 trillion

June 22, 2015 at 4:02 PM

Wealthfront is the robo-advisor most associated with the term -- and with the founder, Andy Rachleff, who hates it most.

What exactly are robo-advisors, why did they steal the 2014 show and what will a 2015 repeat take?

We're talking 500 people, $250 million in capital with identifiable characteristics and 5,000 nervous legacy providers

January 2, 2015 at 5:36 PM

Karin Risi is leading Vanguard's efforts to take on the 'robo' threat -- and the numbers are already on her side.

How Vanguard Group's robo-countering effort got to $1.3 billion of AUM so easily and why its future seems bright

Executed almost shyly, the hints-of-vanilla Malvern indexing giant is the unlikely Silicon Valley nemesis in automated services

June 26, 2014 at 3:14 AM

Hardeep Walia: Our vision for our advisor platform is an open architecture DFA.

The two big moves Motif is making as Goldman Sachs and J.P. Morgan invest part of new $35-million raise

The San Mateo start-up online broker will take its act overseas and build out a smart beta effort with Dimensional Fund Advisors' hundreds of billion of AUM in mind

May 13, 2014 at 7:00 PM

Zohar Swaine: I couldn't help but wish for the inclusion of more technologies applicable to the wealth management space and RIAs in particular.

How the RIA business made a dent at the 2014 Finovate conference in San Jose

Personal Capital and Motif presented and United Capital was there in force

May 2, 2014 at 6:20 AM

Hardeep Walia: These are crazy ideas, but they work.

A Microsoft alum stomps into the RIA business with $26 million in VC money, Sallie Krawcheck and a 'new' approach that looks old to skeptics

The Motif plan is monetize ideas, but other firms say they've been there, done it -- and found tepid interest

March 11, 2013 at 5:09 PM

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